Experienced account manager skilled in effectively servicing client accounts and achieving sales goals. Proficient in communication and implementing targeted sales strategies. Successful in expanding revenue through acquisition of new accounts while nurturing existing relationships.
Overview
6
6
years of professional experience
Work History
Account Manager
BRAYN Consulting
Pacific Northwest & West Coast
02.2022 - Current
Expanded territories to Idaho, Washington, Oregon, and California.
Acquired approximately 30 new clients each year and established around 20-30 CPA partnerships annually.
$2M+ minimum in annual sales —
Secured multiple Engagements with multiple ENR clients solidifying years of 179D engagements and studies.
Transitioned from Client Specialist to Account Manager, improving client retention and engagement.
Organized successful CPA visits and roundtables, client visits.
Have also identified industry centered (AEC) events, driving high ROI and revenue growth.
Acquire expertise and proficiency in the following service lines: Section 41 R&D Tax Credit, 174 R&E Amortization, 179D Energy Efficient Commercial Deduction, 45L, Cost Segregation, and the ERTC Tax Credit.
Manage a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
Streamline internal processes for better efficiency in account management tasks.
Strengthen relationship with existing CPA partnerships.
Solicit CPA firms to secure future CPE webinars or in-person learning sessions.
Presented CPE webinars and in-person sessions.
Provided expertise on various tax incentives including Section 41 R&D, cost segregation, Section 17D EECD, 45L/Energy star/ZERH, ITC, ERTC, and payroll credit.
Provided strategic advice to offset tax burdens by leveraging cross-selling opportunities, while navigating the complexities of Section 174 with CPAs, clients, and prospects.
Developed strategies to increase revenue from existing accounts.
Led and mentored the sales team, helping achieve goals and improve performance.
Provided training on SOPs, processes, and the entire sales cycle from lead generation to closing.
Shared expertise in identifying prospects, building rapport, and creating a CPA network.
Proficient in Salesforce; created accounts, opportunities, and cross-sell strategies.
Developed reports and dashboards to track sales cycle phases.
Managed deals from start to finish using DocuSign and organized client data efficiently.
Utilized platforms like ConstructConnect and CoStar to identify projects for 179D EECD and cost segregation studies.
Account Executive
Red Rock Secured
03.2021 - 01.2022
Identified lucrative leads, build relationships with new clients
Called 100-200 cold leads daily and establish rapport
Opened and turned over qualified leads to a closer and close
Drove new business development and client acquisition through cold calling and exceptional service.
Generated in $800,000 in sales
Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
Billing and Purchasing Specialist
UniVoIP, Inc.
12.2018 - 03.2021
Promoted monthly reconciliation of all accounts to enhance the accuracy of billing information
Generated and submitted invoices in compliance with established accounts receivable schedules and terms
Recorded vendor data on pricing, product availability, and quality.
Maintained lasting vendor relationships through effective communication and collaboration skills.
Collaborated with various departments to ensure accurate billing information and resolve any discrepancies promptly.
Maximized revenue recovery through diligent research, verification of debtor information, and persistent contact efforts.
Researched discrepancies between invoices, purchase orders, packing slips.
Prepared daily cash flow statements for management review.
Assisted in the preparation of monthly financial statements and reports.
Entered data into accounting software programs such as QuickBooks or Sage 50 Accounting Software.
Education
Associate of Arts in Liberal Arts And General Studies -
West Los Angeles College
Culver City, CA
06.2015
High School Diploma -
Redondo Union High School
Redondo Beach, CA
06.2007
Skills
Business development
Interpersonal skills
Revenue Generation
Savvy relationship-builder
Strong account analysis skills
Salesforce
Account Management
Business Development
Client Relationship Management
Teamwork and Collaboration
Customer Relationship Management
Project Management
Team Training
References
References available upon request.
Timeline
Account Manager
BRAYN Consulting
02.2022 - Current
Account Executive
Red Rock Secured
03.2021 - 01.2022
Billing and Purchasing Specialist
UniVoIP, Inc.
12.2018 - 03.2021
Associate of Arts in Liberal Arts And General Studies -